Senior Client Implementation Specialist

4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services.
Experience working directly with RIAs, institutional investors, or large financial institutions.
Proven track record managing large, complex client implementations with multiple stakeholders and workstreams.
Excellent project management skills; ability to manage timelines, set expectations, and drive accountability.
Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences.
Comfortable working with financial data, reporting requirements, and investment operations.
Detail-oriented with a bias toward action and a client-first mindset.

Own the onboarding journey for large, high-complexity clients from kickoff through go-live.
Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics.
Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet onboarding goals.
Lead onboarding calls, data discovery sessions, and technical setup discussions with clients and their vendors.
Work with clients to organize and onboard investment information, maintaining consistent communication every step of the way.
Communicate with fund managers on behalf of clients to receive and reconcile investment and account information.
Over time, take on more complex clients and implementation challenges with increased autonomy.
Process and monitor account information, including updates from clients and funds.
Monitor client accounts for data quality issues and promptly address any discrepancies.
Deliver training to client teams to ensure high levels of adoption, engagement, and self-sufficiency post-implementation.
Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction.
Build rapport with clients and ensure a white glove onboarding experience.
Maintain comprehensive client records and notes in our CRM system.

Have experience in wealth management, family offices, alternative investments, or fund administration.
Are familiar with concepts like capital calls, IRRs, recallable distributions, and K-1s.
Have experience working with CRM systems, project management tools, and/or SQL.
Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats.